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ALWYN SMITH FINANCIAL SERVICES
Insurance in Cape Town

www.albarit.com
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Remember you found this company at Infoisinfo 021914068?

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Riverside Place Carl Cronje Dve Tyger Waterfront. Milnerton. Cape Town. Western Cape. 7441
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What you should know about ALWYN SMITH FINANCIAL SERVICES

Insurance Brokers in Cape Town, Financial Services in Cape Town, Finance in Cape Town, Brokers in Cape Town

With more than half a century’s collective experience, our competent team will deliver on their word. Our pledge of confidentiality goes hand in hand with our commitment to integrity. The Financial Services Board is a unique independent institution established by statute to oversee the South African Non-Banking Financial Services Industry in the public interest. The FSB is committed to the fair treatment of both users and providers of financial products and services in South Africa. Risk Planning We use intelligent financial planning software to perform thorough risk analysis. This then enables us to determine what type of cover is best suited, as well as the amount required.A wide range of products are on offer by various companies, including Life Cover, Disability Cover, Severe Illness Cover, etc.Consultants: Jacques Brand, Pieter Campher Investment Planning The investment planning section of our business focusses on fund selection and asset allocation.Every investment profile is developed according to the client’s needs preferences and risk profile. Day-to-day Benefits Offers various types of cover for medical treatment that you receive out of hospital. Wellness Benefits A program where the member and his/her dependants will be rewarded for a healthy lifestyle. Business Financial Planning We are able to assit our clients with business related financial planning. Some of our offerings include Buy-and-sell agreements, Keyperson- assurance, Deferred & Preferred compensation.All the elements, implications and tax considerations of the available offerings will be considdered before any advice is given.Consultants: Jacques Brand, Pieter Campher. Over the past 7 years he has received numerous Financial Industry Rewards. He serves on a variety of Industry Boards, including Finhaus’s Directorship. Pieter has been in the insurance industry for 16 years and gained a lot of experience by working for some of the major Insurance Companies in South Africa. He joined Finhaus in 2009 and works mainly in the professional market. He believes in providing personal service to individuals, based on everyone’s unique circumstances. Finhaus was founded in 2006 to serve as a holistic Financial Services Provider. Our highly skilled, accredited team invites you to share in their knowledge & rewards. We are now able to offer the full range of trust company services including the drafting, registration and administration of trusts and deceased estates.
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